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Compare Pipeline CRM vs ClickUp

Comparison Summary

For Pipeline CRM vs ClickUp comparison, Our AI algorithm looked at 13899 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Pipeline CRM and ClickUp to solve their respective business needs.

Pros and cons of Pipeline CRM and ClickUp

Pipeline CRM is more suited to businesses that require Engagement Management and Lead Tracking with E-Mail where as ClickUp is focused towards Workflow Management and Collaboration .

Both Pipeline CRM and ClickUp are CRM and Project Management software, peers recommend Pipeline CRM for relationship management and contact list management where as ClickUp is more known for products & pricelist management .

logo Pipeline CRM

Focus area

Pipeline CRM is better than ClickUp for

Software Failure Risk

  • medium

logo ClickUp

Focus area

ClickUp is better than Pipeline CRM for

Software Failure Risk

  • medium

About

Sales Pipeline Enablement Platform

One app to replace tasks, docs, chat, goals, & more

Age

2006

2017

Financials

SERIES A

SERIES C

Business Need

Total Processes
(we found evidences for)

98

75

Total Goals
(we found evidences for)

14

11

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



communication management

tracking & monitoring communications

sending & publishing communications


contact list management

creating contact list




sales document management

proposal & quote management

contract management



promotion management


discount management



pipeline management


generation of new leads


training & onboarding




relationship management


helpdesk management


knowledge management


campaign management

campaign monitoring

campaign analytics


business development


customer feedback management

measuring customer satisfaction

measuring net promoter score


conversion management


lifetime value management


sales call management

meeting management


lead qualification

lead qualification: demographic

lead qualification: technographic


conference call management


sales review & feedback


follower management


account management





opportunity management


performance management


content management

searching for content


rating and review management


products & pricelist management


revenue cycle management



competitive intelligence





motivation management




subscription management


customer case management



social media management

social media analytics


personalized marketing





category management




calendar management




loyalty management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Improve stakeholder relations

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve navigation

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • See 11 more
  • Improve internal communications

  • Acquire customers

  • Enhance customer relationships

  • Launch new products

  • Increase sales & revenue

  • Improve visibility

  • Scale best practices

  • Improve efficiency

  • Enter new markets internationally or locally

  • Establish thought leadership

  • Improve navigation

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 more
  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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high

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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Business Setting